Strategic planning is a process used to define goals and the steps required to accomplish them. Use this meeting template to align the goals of a team or department with the company at large.
Why are we developing this plan? What is the time frame for this plan?
What information about your business is relevant to share?
Vision, values and mission statement
Reflect on the company’s vision, values and mission statement to ensure the planning aligns with the company priorities.
What is the problem we are trying to solve?
Conduct a SWOT analysis to help formulate your strategy.
What are you hoping to achieve? How are you hoping to achieve it?
Formulate a quick overview of your strategic plan.
Anything else to write down?
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